Civic Intelligence

Fiduciaryvest LLC

Plan context: Fiduciary Vest LLC 401(K) Profit Sharing Plan

EIN 20-2217636 • Atlanta, GA • 9 filings • 2 plans

600 Galleria Parkway, Suite 890Atlanta, GA 30339
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,510,579

2024 Contributions

$108,061

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,510,579$1,255,290$0201620202024YearValue
$2,510,579Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100201620202024YearValue
7Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202417$2,510,579$108,061$15,437iApproximate average salary by contribution assumption: employee only about $385,932 at 4% or $257,288 at 6%; with 50% employer match about $257,288 at 4% or $171,525 at 6%; with 100% employer match about $192,966 at 4% or $128,644 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-7$2,510,579$108,061$15,437iApproximate average salary by contribution assumption: employee only about $385,932 at 4% or $257,288 at 6%; with 50% employer match about $257,288 at 4% or $171,525 at 6%; with 100% employer match about $192,966 at 4% or $128,644 at 6%.
202316$2,172,722$101,905$16,984iApproximate average salary by contribution assumption: employee only about $424,604 at 4% or $283,069 at 6%; with 50% employer match about $283,069 at 4% or $188,713 at 6%; with 100% employer match about $212,302 at 4% or $141,535 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-6$2,172,722$101,905$16,984iApproximate average salary by contribution assumption: employee only about $424,604 at 4% or $283,069 at 6%; with 50% employer match about $283,069 at 4% or $188,713 at 6%; with 100% employer match about $212,302 at 4% or $141,535 at 6%.
2022113$1,822,557$104,584$8,045iApproximate average salary by contribution assumption: employee only about $201,123 at 4% or $134,082 at 6%; with 50% employer match about $134,082 at 4% or $89,388 at 6%; with 100% employer match about $100,562 at 4% or $67,041 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-13$1,822,557$104,584$8,045iApproximate average salary by contribution assumption: employee only about $201,123 at 4% or $134,082 at 6%; with 50% employer match about $134,082 at 4% or $89,388 at 6%; with 100% employer match about $100,562 at 4% or $67,041 at 6%.
2021112$2,071,554$83,960$6,997iApproximate average salary by contribution assumption: employee only about $174,917 at 4% or $116,611 at 6%; with 50% employer match about $116,611 at 4% or $77,741 at 6%; with 100% employer match about $87,458 at 4% or $58,306 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-12$2,071,554$83,960$6,997iApproximate average salary by contribution assumption: employee only about $174,917 at 4% or $116,611 at 6%; with 50% employer match about $116,611 at 4% or $77,741 at 6%; with 100% employer match about $87,458 at 4% or $58,306 at 6%.
2020113$1,782,844$77,406$5,954iApproximate average salary by contribution assumption: employee only about $148,858 at 4% or $99,238 at 6%; with 50% employer match about $99,238 at 4% or $66,159 at 6%; with 100% employer match about $74,429 at 4% or $49,619 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-13$1,782,844$77,406$5,954iApproximate average salary by contribution assumption: employee only about $148,858 at 4% or $99,238 at 6%; with 50% employer match about $99,238 at 4% or $66,159 at 6%; with 100% employer match about $74,429 at 4% or $49,619 at 6%.
2019116$2,171,467$86,996$5,437iApproximate average salary by contribution assumption: employee only about $135,931 at 4% or $90,621 at 6%; with 50% employer match about $90,621 at 4% or $60,414 at 6%; with 100% employer match about $67,966 at 4% or $45,310 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-16$2,171,467$86,996$5,437iApproximate average salary by contribution assumption: employee only about $135,931 at 4% or $90,621 at 6%; with 50% employer match about $90,621 at 4% or $60,414 at 6%; with 100% employer match about $67,966 at 4% or $45,310 at 6%.
2018119$2,281,026$273,925$14,417iApproximate average salary by contribution assumption: employee only about $360,428 at 4% or $240,285 at 6%; with 50% employer match about $240,285 at 4% or $160,190 at 6%; with 100% employer match about $180,214 at 4% or $120,143 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-19$2,281,026$273,925$14,417iApproximate average salary by contribution assumption: employee only about $360,428 at 4% or $240,285 at 6%; with 50% employer match about $240,285 at 4% or $160,190 at 6%; with 100% employer match about $180,214 at 4% or $120,143 at 6%.
2017119$2,229,325$260,883$13,731iApproximate average salary by contribution assumption: employee only about $343,267 at 4% or $228,845 at 6%; with 50% employer match about $228,845 at 4% or $152,563 at 6%; with 100% employer match about $171,634 at 4% or $114,422 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-19$2,229,325$260,883$13,731iApproximate average salary by contribution assumption: employee only about $343,267 at 4% or $228,845 at 6%; with 50% employer match about $228,845 at 4% or $152,563 at 6%; with 100% employer match about $171,634 at 4% or $114,422 at 6%.
2016119$1,764,493$255,323$13,438iApproximate average salary by contribution assumption: employee only about $335,951 at 4% or $223,968 at 6%; with 50% employer match about $223,968 at 4% or $149,312 at 6%; with 100% employer match about $167,976 at 4% or $111,984 at 6%.
Fiduciary Vest LLC 401(K) Profit Sharing Plan-19$1,764,493$255,323$13,438iApproximate average salary by contribution assumption: employee only about $335,951 at 4% or $223,968 at 6%; with 50% employer match about $223,968 at 4% or $149,312 at 6%; with 100% employer match about $167,976 at 4% or $111,984 at 6%.
Fiduciaryvest LLC | EIN 20-2217636 | 2024 Form 5500 Company Profile